Timothy Lee Voorhees
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.30% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.85% |
Fees listed are for investment management services in working with CPA and other third party firms. Standard investment management fees are lower.
Fee Estimator
TEAMS charges fees for different phases of the planning process, ranging from $500 to $3,000 for a Value Proposition Letter. Tactical plans start at $1,000, and comprehensive plans begin at $12,000. Hourly financial planning is available at $175.00 to $450.00 per hour. Investment management fees are based on assets under management, with different rates for standard services and services involving CPA and third-party firms (see table above). Alternative investments may incur fees up to 1% annually, plus potential administrative charges for accounts under $100,000.
Areas of Practice
Advisor Information
Office location
650 Town Center Drive, Suite 890, Costa Mesa, CA, 92626
Get directionsRegulatory History (1)
Regulatory
September 1979Other Business ActivitiesSells Insurance
Timothy provides mediation services and resources to churches, dedicating minimal time to these activities. He is also involved with a law firm and several entities related to financial planning, asset management, insurance services, and technology licensing, including Integrated Design Insurance Services, Inc. which coordinates insurance placements.